Anic Equity¶
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Total return since start: 0.548 %¶
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Equity now: -----------------------------> 47283.35 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 45885.36 Kr¶
PnL: ---------------------------------------> -1003.21 Kr¶
DD now: ---------------------------------> -2.769 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-27 09:07:10.637305'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 50 | -0.160000 | 3105.000000 | 178.000000 | 6.080000 | 2927.000000 |
| HEBA B | 70 | 0.000000 | 2772.000000 | 136.000000 | 5.160000 | 2636.000010 |
| HMS Networks | 2 | -1.970000 | 775.200000 | 102.200000 | 15.190000 | 673.000000 |
| SAAB B | 8 | -0.330000 | 3432.000000 | 55.000000 | 1.630000 | 3377.000000 |
| Nordea Bank Abp | 29 | 0.650000 | 3506.100000 | 52.100000 | 1.510000 | 3453.999992 |
| MedCap | 2 | 0.000000 | 463.000000 | 42.000000 | 9.980000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | 0.640000 | 392.300000 | 37.300000 | 10.510000 | 355.000000 |
| Corem Property Group B | 59 | 1.670000 | 608.880000 | 31.880000 | 5.530000 | 576.999999 |
| Resurs Holding | 22 | 0.670000 | 597.740000 | 23.740000 | 4.140000 | 573.999998 |
| AcadeMedia | 12 | 0.000000 | 578.640000 | 21.640000 | 3.890000 | 557.000004 |
| Eastnine | 4 | 1.430000 | 511.200000 | 20.200000 | 4.110000 | 491.000000 |
| Norva24 Group | 16 | 1.270000 | 560.960000 | 17.960000 | 3.310000 | 543.000000 |
| OEM International B | 7 | -0.510000 | 543.200000 | 15.200000 | 2.880000 | 527.999997 |
| Swedbank A | 3 | 0.520000 | 578.850000 | 14.850000 | 2.630000 | 564.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.180000 | 576.450000 | 14.450000 | 2.570000 | 562.000005 |
| Intrum | 4 | -0.950000 | 539.600000 | 12.600000 | 2.390000 | 527.000000 |
| Securitas B | 6 | 0.710000 | 580.200000 | 10.200000 | 1.790000 | 570.000000 |
| Creaspac SPAC | 6 | 0.210000 | 582.000000 | 5.000000 | 0.870000 | 577.000002 |
| Karnov Group | 9 | -0.170000 | 539.100000 | 3.100000 | 0.580000 | 536.000004 |
| Samhällsbyggnadsbo. i Norden D | 12 | 0.880000 | 248.880000 | 2.880000 | 1.170000 | 246.000000 |
| Coor Service Management Hold. | 8 | -0.300000 | 534.000000 | 2.000000 | 0.380000 | 532.000000 |
| Handelsbanken A | 5 | 0.230000 | 541.250000 | -4.750000 | -0.870000 | 546.000000 |
| Boozt | 12 | -1.580000 | 1645.200000 | -8.800000 | -0.530000 | 1653.999996 |
| Midsona B | 63 | 0.110000 | 568.890000 | -14.110000 | -2.420000 | 582.999984 |
| CTEK | 13 | -2.620000 | 516.750000 | -17.250000 | -3.230000 | 533.999999 |
| Essity B | 2 | 0.660000 | 552.800000 | -21.200000 | -3.690000 | 574.000000 |
| International Petroleum Corp. | 5 | 1.630000 | 561.000000 | -33.570000 | -5.650000 | 594.565215 |
| Essity A | 4 | 1.090000 | 1110.000000 | -39.000000 | -3.390000 | 1149.000000 |
| Vivesto | 1368 | -1.230000 | 547.200000 | -65.800000 | -10.730000 | 612.999432 |
| Sampo Oyj SDB | 7 | 0.190000 | 3766.000000 | -84.000000 | -2.180000 | 3850.000000 |
| Beijer Electronics Group | 26 | -0.740000 | 2782.000000 | -189.000000 | -6.360000 | 2971.000006 |
| Fasadgruppen Group | 35 | 0.190000 | 3619.000000 | -192.000000 | -5.040000 | 3810.999990 |
| OX2 | 18 | -0.440000 | 1412.100000 | -251.900000 | -15.140000 | 1663.999992 |
| Axfood | 13 | -0.260000 | 3459.300000 | -296.700000 | -7.900000 | 3756.000001 |
| Ovzon | 52 | -0.190000 | 2771.600000 | -590.400000 | -17.560000 | 3361.999992 |
| TOTAL | 45878.390000 | -1010.180000 | -2.78329% | 46888.564618 |
Updated:¶
'2023-01-27 09:06:38.398505'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
